For Advisors
Friday September 22, 2023
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...View Presentation |
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Case of the Week
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His diligence was quickly recognized by...More |
Private Letter Ruling
Foundation plans to operate a scholarship program that will provide two types of educational grants to individuals: scholarships for study at an educational institution and grants for study, travel or...More |
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Washington News
The IRS has sponsored a Volunteer Income Tax Assistance (VITA) program for many years. It responded this week to concerns that the potential direct-file system could impact VITA. Don Dill is...More |
Article of the Month
Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition of capital gains. Over...More |
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